New Wealth Management Businesses in Greenwich, CT

2 wealth management businesses recently registered in Greenwich, Connecticut.

Updated September 27, 2026 · Most recent business filing Jul 20, 2026

2
Total Filings
Jul 20, 2026
Most Recent
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About Wealth Management Businesses in Greenwich

This page lists new wealth management businesses registered in Greenwich, Connecticut. We currently track 2, sourced directly from the Connecticut Division of Corporations and refreshed daily as new wealth management companies file.

Recent additions include Greenwich Advisors and Robertson Stephens. The most recent wealth management business filing was on Jul 20, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Greenwich, this is one of the freshest prospect lists in the market.

All Filings

Greenwich Advisors

Jul 20, 2026
Wealth ManagementVerifiedGreenwich, CT · Fairfield Co.

This appears to be a wealth management firm based in Greenwich, CT, serving high net worth clients. The candidate site indicates it manages $293 million in assets for 37 clients. The principal Al Russo is listed at 11 Flagler Drive, while the firm's office is at 112 Mason Street, Greenwich, CT.

Robertson Stephens

Jun 3, 2025
Wealth ManagementVerifiedGreenwich, CT · Fairfield Co.

RS Capital Advisors LLC appears to be the same entity as Robertson Stephens, a wealth management and investment advisory firm based in San Francisco, CA with an office in Greenwich, CT. The firm offers institutional-quality investments, digital ingenuity, and fiduciary financial planning for wealthy individuals and families. The principal, Robert Stepanian, is listed on the filing and the site references a 'Robert' as part of the team.

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2 New Wealth Management LLCs in Greenwich, CT | DayOneLead